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Friends by the Lake

A RELATIONSHIP OF TRUST.

Every decision is made for our clients benefit - not ours. WE clients can feel confident their wealth is preserved, and they have access to every opportunity for growth.

WE.

WE. Better Together

HOLISTIC WEALTH MANAGMENT OFFERING
Pedestrain Bridge

You’ve worked hard to build your wealth, so it’s important to optimise every aspect of the way it is structured.

STRUCTURING & TAX

Once we understand your requirements and priorities, we can develop a comprehensive strategy covering investment structures, tax and gearing opportunities, succession planning and estate planning.

Father and son having fun on the beach after surf session - Focus on senior man face_edite

We keep families united and ensure their legacy is protected for generations to come.

MANAGE FAMILY LEGACY

Family wealth can raise complex and sensitive questions. Addressing those upfront can avoid future disputes, and we’ll work closely with your family to embrace common values and goals in a tailored strategy. We specialise in conflict-free succession planning and estate planning, establishing philanthropic governance, and the seamless transfer and preservation of wealth.

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Gold Ribbon

WE Private provides independent advice to individuals and families who are passionate about supporting specific causes, as well as charitable foundations. 

We are a purpose-led partner. With our knowledge and networks, we can help you make the best use of your valuable financial resources, so you can make a positive social impact well into the future

PHILANTHROPY & SOCIAL CAPITAL
Business office
INVESTMENT STRATEGY

Always expect, active management with WE Private– we continually monitor, review and adjust your portfolio to suit your circumstances and market dynamics, and give you peace of mind.

Why have a limited view of your investment opportunities? As a genuinely independent wealth management firm, we’ll explore every possible opportunity – domestic and global – to grow and protect your wealth.

Surfers

Fill out the form below or call 1300 13 59 53 to speak with concierge.

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WE. INSIGHTS

We strive to redefine excellence in financial advisory services.
Sunset Surfing
With you every step of the way.

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WE Private's services are available to selected clients only at WE private discretion.

This information is provided by WE Private, a division of Wealth Effect Group ABN 18 697 023 795, AFSL 225738 (Boston Reed ABN 89 091 004 885). It does not take into account your objectives, financial situation or needs. You should consider whether its suitable for you and your personal circumstances.
 
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